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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,499 | $97,020+9.8% | $83,327+27.8% | $135,380-21.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.61% | 12.31%-12.9pp | 10.64%-11.2pp | 519.81%-520.4pp |
| Employer contribution / active EE | $4,303 | $4,144+3.8% | $3,379+27.3% | $4,779-10.0% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,083 | $8,426-75.3% | $7,540-72.4% | $10,828-80.8% |